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Fiduciary Alliance’s Edison International EIX Stock Holding History

Fiduciary Alliance’s Portfolio EIX Stock Details EIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-353
Closed -$24.5K – 388
2023
Q2 		$24.5K Buy
+353
New +$24.8K 0.01% 415

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fiduciary Alliance's EIX Position: Q3 2023 in Review

Fiduciary Alliance sold out of Edison International (EIX) in Q3 2023, closing a stake of 353 shares — an estimated $24.5K sold.

Fiduciary Alliance first reported a position in EIX in Q2 2023 and held it in 1 quarter. The position peaked at $24.5K in Q2 2023. 762 funds tracked by Wall St. Rank hold EIX as of Q3 2023.

  • Fiduciary Alliance reported no remaining Edison International position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 353 Edison International shares in Q3 2023, an estimated $24.5K.
  • Fiduciary Alliance first reported a position in Edison International in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's Edison International position peaked at $24.5K in Q2 2023.
  • 762 funds tracked by Wall St. Rank held Edison International as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.